Excel-Based Information Management With Sage 300 Construction and Real Estate Office Connector

CPE Credit In order to receive CPE credit for this session, you must be present for the entire session. Session Code: P-0641 Recommended CPE Credit = 1.5 Delivery Method = Group Live Field of Study = Specialized Knowledge and Applications Visit the Sage Summit Connect kiosks to enter CPE credit during the conference. Required Slide This slide is required as part of our NASBA CPE certification. For the most part, you do not need to change the text on this slide. However, you do need to enter the Session Code and Recommended CPE Credit. A one-hour session is equal to 1 CPE credit. A 90-minute session is equal to 1.5 CPE credits. The session code is the same code as the session was listed on the Sage Summit website (www.sagesummit.com) and on the attendees schedule. An example of a code is C-CRE12 or P-ERP45. Sessions are either 60 (1 credit) or 90 minutes (1.5 credits). Information about how to claim CPE credit is provided at conference check-in and in the conference guide.

Introduction Presenters James Coyle, Co-Founder & President, Event 1 Software Michael Newland, Co-Founder & Vice Present Product Management, Event 1 Software This presentation will be available on Sage Summit Virtual Totebag Follow Sage on Twitter: @Sage_Summit Use the official hashtag: #SageSummit Recommended Slide A good introduction piques interest, sets expectations, and answers the question, “What’s in it for me?” Use this slide if you have particular issue(s) you need to cover about your session such as introducing guest speakers or roundtable participants, reminding participants of prerequisites or advanced content, explaining how you want to handle questions, and so on. Alternately, you can use your Title slide or Learning Objectives slide for this purpose (and delete this Introduction slide). You can change the title from “Introduction” to something that better suits your slide content or delete this slide altogether. Remember sessions are short in length so introductions should be brief and cover only information pertinent to the presentation. Example: For a session about Crystal Report® design, it might be relevant to describe presenters’ consulting experience, but their Microsoft® Certification is probably not relevant. Please add your Twitter hashtag

Hands-On Exercises Exercise #1 – Enhancing an Existing Report Adding a drop-down list to select job Update job schedule on job record Import-Enable Exercise #2 – Job Profit Trend Building a new report Exercise #3 – Subcontractor Application for Payment Building a business-to-business payment solution in Excel Customizing SQL queries Import-Enable the data

Your Feedback is Important to Us! Completing a session survey is fast and easy:  Stop by a Sage Summit Survey kiosk or complete the survey on your mobile phone, laptop, or tablet through the Sage Summit mobile app. IOS, Blackberry, or Android users may download the app from the App Store by searching “Sage Summit” Laptop users may use this link www.sagesummit.com/webmobile Remember each completed survey is another entry for one of several daily prize drawings, including an Apple iPad! Your feedback helps us improve future sessions and presentation techniques. Session code for this session: C-0634 Required Slide All sessions will include this slide; please do not change the verbiage on this slide. Please add the session code to this slide where indicated. 5

Contact Information Presenter Contact Information: James Coyle: jamesc@event1software.com Michael Newland: michaeln@event1software.com Follow us on Twitter: @Sage_Summit Use the official Sage Summit hashtag: #SageSummit Don’t forget to use the Sage Summit mobile or web app for all your conference needs. Access presentations on Sage Summit Virtual Tote Bag. www.sagesummit.com/virtualtotebag Thank you for your participation.